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454 hedge funds and large institutions have $12.5B invested in XPO in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 38

82% more call options, than puts

Call options by funds: $169M | Put options by funds: $92.5M

12% more funds holding

Funds holding: 405454 (+49)

7% more capital invested

Capital invested by funds: $11.6B → $12.5B (+$864M)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

9.91% less ownership

Funds ownership: 305.53%295.62% (-9.9%)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
10.41%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
91
Increased
130
Reduced
168
Closed
38
Calls
$169M
Puts
$92.5M
Net Calls
+$76.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$112M -$66.5M -1,992,188 -38%
FAM
27
Fred Alger Management
New York
$105M -$598K -17,930 -0.6%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$99M -$964K -28,908 -1%
Morgan Stanley
29
Morgan Stanley
New York
$96.5M +$24.3M +729,990 +36%
DLA
30
Douglas Lane & Associates
New York
$91.1M -$25.2M -756,016 -23%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$90.5M +$5.68M +170,272 +7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$87M +$74.2M +2,223,973 +904%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$86.9M -$2.86M -85,741 -3%
Citadel Advisors
34
Citadel Advisors
Florida
$83.3M -$161M -4,838,054 -67%
BWCA
35
Brenner West Capital Advisors
New York
$82.2M -$22M -660,033 -22%
OC
36
Oakmont Corp
California
$82.1M
WRF
37
Waddell & Reed Financial
Kansas
$81.9M -$45.2M -1,354,277 -37%
EAM
38
Eventide Asset Management
Massachusetts
$80.2M
JP Morgan Chase
39
JP Morgan Chase
New York
$71.4M +$45M +1,350,015 +200%
Jennison Associates
40
Jennison Associates
New York
$65.7M -$1.09M -32,569 -2%
Deutsche Bank
41
Deutsche Bank
Germany
$62.4M +$13.2M +396,832 +29%
TCM
42
Tran Capital Management
California
$56.2M -$207K -6,191 -0.4%
Northern Trust
43
Northern Trust
Illinois
$53.5M +$693K +20,771 +1%
MSL
44
Mackay Shields LLC
New York
$50M +$8M +239,801 +20%
FCM
45
Farallon Capital Management
California
$48.4M +$37.1M +1,113,187 +428%
HAI
46
Hennessy Advisors Inc
California
$48M -$2.2M -65,923 -5%
BAWC
47
Black-and-white Capital
California
$47.3M -$13.6M -407,337 -23%
CM
48
Castleark Management
Illinois
$46.7M -$1.87M -55,975 -4%
CF
49
Cypress Funds
California
$45.8M -$4.82M -144,570 -10%
Bank of America
50
Bank of America
North Carolina
$45.1M +$6.68M +200,331 +19%

XPO Hedge Fund Activity: Q1 2018 in Review

454 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2018, worth a combined $12.5B — up 7.4% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XPO positions and 38 closed out — a net gain of 53 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $74.2M. The largest seller was Citadel Advisors, cutting an estimated $161M.

  • 454 institutional investors held XPO (XPO) as of Q1 2018, up from 405 in Q4 2017.
  • Funds reported $12.5B of XPO stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 91 funds opened new XPO positions in Q1 2018 and 38 closed out, a net change of +53 holders.
  • The largest XPO buyer in Q1 2018 was AllianceBernstein, an estimated $74.2M added.
  • The largest XPO seller in Q1 2018 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2018.